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Schwab Fundamental US Large Company Index ETF

681 hedge funds and large institutions have $16.4B invested in Schwab Fundamental US Large Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 259 increasing their positions, 218 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
70
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$53.9M
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$49.9M
BWP
28
BlueStem Wealth Partners
Minnesota
$49.9M
AA
29
Ashford Advisors
New York
$49.3M
KHC
30
Koesten Hirschmann & Crabtree
Kansas
$48.4M
HighTower Advisors
31
HighTower Advisors
Illinois
$48.3M
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$46.3M
PC
33
Prairiewood Capital
North Dakota
$45.4M
KCPG
34
Kavar Capital Partners Group
Kansas
$40.3M
LRIA
35
Leonard Rickey Investment Advisors
Washington
$38M
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$37.4M
Creative Planning
37
Creative Planning
Kansas
$36.1M
RCA
38
Resonant Capital Advisors
Wisconsin
$35.3M
BAM
39
Belpointe Asset Management
Nevada
$34.3M
FCA
40
Fortis Capital Advisors
Kansas
$34.3M
PWM
41
PTM Wealth Management
United States
$33.5M
TWM
42
Tanglewood Wealth Management
Texas
$32.2M
Mariner
43
Mariner
Kansas
$30.1M
PS
44
Planned Solutions
California
$28M
ES
45
Eagle Strategies
New York
$27M
GVAG
46
Great Valley Advisor Group
Delaware
$26.5M
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$26.4M
BM
48
Berman McAleer
Maryland
$25.9M
OFG
49
Oxford Financial Group
Indiana
$25.8M
AWM
50
Allen Wealth Management
North Carolina
$25.5M